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Side-by-side financial comparison of Lennox International (LII) and SERVICE CORP INTERNATIONAL (SCI). Click either name above to swap in a different company.
Lennox International is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.1× SERVICE CORP INTERNATIONAL). SERVICE CORP INTERNATIONAL runs the higher net margin — 14.3% vs 13.6%, a 0.8% gap on every dollar of revenue. On growth, SERVICE CORP INTERNATIONAL posted the faster year-over-year revenue change (1.7% vs -11.2%). Lennox International produced more free cash flow last quarter ($376.7M vs $87.2M). Over the past eight quarters, Lennox International's revenue compounded faster (6.8% CAGR vs 3.1%).
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
International Distribution Services Limited is a British company providing postal and courier services. IDS was created in 2013 by the UK government as a new holding company of Royal Mail, and a majority of its shares were then sold on the London Stock Exchange, with the government initially retaining a 30 per cent at the time. As of April 2025, IDS is owned and operated by Czech-based EP Group, owned by Daniel Křetínský.
LII vs SCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $1.1B |
| Net Profit | $162.1M | $159.4M |
| Gross Margin | 34.7% | 28.0% |
| Operating Margin | 18.6% | 24.8% |
| Net Margin | 13.6% | 14.3% |
| Revenue YoY | -11.2% | 1.7% |
| Net Profit YoY | -18.0% | 5.3% |
| EPS (diluted) | $4.62 | $1.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | $1.0B | ||
| Q1 24 | $1.0B | $1.0B |
| Q4 25 | $162.1M | $159.4M | ||
| Q3 25 | $245.8M | $117.5M | ||
| Q2 25 | $277.6M | $122.9M | ||
| Q1 25 | $120.3M | $142.9M | ||
| Q4 24 | $197.7M | $151.4M | ||
| Q3 24 | $239.0M | $117.8M | ||
| Q2 24 | $245.9M | $118.2M | ||
| Q1 24 | $124.3M | $131.3M |
| Q4 25 | 34.7% | 28.0% | ||
| Q3 25 | 32.8% | 25.1% | ||
| Q2 25 | 34.8% | 25.5% | ||
| Q1 25 | 30.6% | 27.1% | ||
| Q4 24 | 33.9% | 28.0% | ||
| Q3 24 | 32.6% | 24.9% | ||
| Q2 24 | 33.6% | 24.9% | ||
| Q1 24 | 32.5% | 26.2% |
| Q4 25 | 18.6% | 24.8% | ||
| Q3 25 | 21.7% | 21.4% | ||
| Q2 25 | 23.6% | 21.1% | ||
| Q1 25 | 14.5% | 23.4% | ||
| Q4 24 | 18.2% | 24.0% | ||
| Q3 24 | 20.2% | 20.9% | ||
| Q2 24 | 22.1% | 21.4% | ||
| Q1 24 | 15.9% | 22.2% |
| Q4 25 | 13.6% | 14.3% | ||
| Q3 25 | 17.2% | 11.1% | ||
| Q2 25 | 18.5% | 11.5% | ||
| Q1 25 | 11.2% | 13.3% | ||
| Q4 24 | 14.7% | 13.8% | ||
| Q3 24 | 16.0% | 11.6% | ||
| Q2 24 | 16.9% | 11.4% | ||
| Q1 24 | 11.9% | 12.6% |
| Q4 25 | $4.62 | $1.13 | ||
| Q3 25 | $6.98 | $0.83 | ||
| Q2 25 | $7.82 | $0.86 | ||
| Q1 25 | $3.37 | $0.98 | ||
| Q4 24 | $5.52 | $1.02 | ||
| Q3 24 | $6.68 | $0.81 | ||
| Q2 24 | $6.87 | $0.81 | ||
| Q1 24 | $3.47 | $0.89 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.7M | $243.6M |
| Total DebtLower is stronger | $1.1B | $5.1B |
| Stockholders' EquityBook value | $1.2B | $1.6B |
| Total Assets | $4.1B | $18.7B |
| Debt / EquityLower = less leverage | 0.98× | 3.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $243.6M | ||
| Q3 25 | $59.2M | $241.3M | ||
| Q2 25 | $55.1M | $255.4M | ||
| Q1 25 | $222.9M | $227.2M | ||
| Q4 24 | $422.3M | $218.8M | ||
| Q3 24 | $255.7M | $185.4M | ||
| Q2 24 | $57.8M | $184.4M | ||
| Q1 24 | $57.6M | $205.6M |
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $838.2M | $5.0B | ||
| Q2 25 | $835.7M | $5.0B | ||
| Q1 25 | $834.2M | $4.7B | ||
| Q4 24 | $833.1M | $4.8B | ||
| Q3 24 | $827.6M | $4.7B | ||
| Q2 24 | $1.1B | $4.7B | ||
| Q1 24 | $1.2B | $4.6B |
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $900.5M | $1.6B | ||
| Q1 25 | $852.5M | $1.7B | ||
| Q4 24 | $850.2M | $1.7B | ||
| Q3 24 | $754.0M | $1.6B | ||
| Q2 24 | $577.4M | $1.5B | ||
| Q1 24 | $368.8M | $1.6B |
| Q4 25 | $4.1B | $18.7B | ||
| Q3 25 | $3.5B | $18.4B | ||
| Q2 25 | $3.7B | $18.0B | ||
| Q1 25 | $3.5B | $17.3B | ||
| Q4 24 | $3.5B | $17.4B | ||
| Q3 24 | $3.3B | $17.4B | ||
| Q2 24 | $3.2B | $16.8B | ||
| Q1 24 | $3.0B | $16.7B |
| Q4 25 | 0.98× | 3.10× | ||
| Q3 25 | 0.78× | 3.17× | ||
| Q2 25 | 0.93× | 3.19× | ||
| Q1 25 | 0.98× | 2.87× | ||
| Q4 24 | 0.98× | 2.83× | ||
| Q3 24 | 1.10× | 2.92× | ||
| Q2 24 | 1.95× | 3.05× | ||
| Q1 24 | 3.13× | 2.90× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $405.9M | $212.9M |
| Free Cash FlowOCF − Capex | $376.7M | $87.2M |
| FCF MarginFCF / Revenue | 31.5% | 7.8% |
| Capex IntensityCapex / Revenue | 2.4% | 11.3% |
| Cash ConversionOCF / Net Profit | 2.50× | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | $554.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $405.9M | $212.9M | ||
| Q3 25 | $300.7M | $252.3M | ||
| Q2 25 | $86.8M | $166.4M | ||
| Q1 25 | $-35.8M | $311.1M | ||
| Q4 24 | $332.4M | $264.1M | ||
| Q3 24 | $452.1M | $263.8M | ||
| Q2 24 | $184.0M | $196.9M | ||
| Q1 24 | $-22.8M | $220.1M |
| Q4 25 | $376.7M | $87.2M | ||
| Q3 25 | $265.1M | $150.7M | ||
| Q2 25 | $58.3M | $83.4M | ||
| Q1 25 | $-61.3M | $233.0M | ||
| Q4 24 | $272.2M | $151.8M | ||
| Q3 24 | $410.9M | $162.8M | ||
| Q2 24 | $151.3M | $100.8M | ||
| Q1 24 | $-52.3M | $140.3M |
| Q4 25 | 31.5% | 7.8% | ||
| Q3 25 | 18.6% | 14.2% | ||
| Q2 25 | 3.9% | 7.8% | ||
| Q1 25 | -5.7% | 21.7% | ||
| Q4 24 | 20.2% | 13.9% | ||
| Q3 24 | 27.4% | 16.1% | ||
| Q2 24 | 10.4% | 9.7% | ||
| Q1 24 | -5.0% | 13.4% |
| Q4 25 | 2.4% | 11.3% | ||
| Q3 25 | 2.5% | 9.6% | ||
| Q2 25 | 1.9% | 7.8% | ||
| Q1 25 | 2.4% | 7.3% | ||
| Q4 24 | 4.5% | 10.3% | ||
| Q3 24 | 2.8% | 10.0% | ||
| Q2 24 | 2.3% | 9.3% | ||
| Q1 24 | 2.8% | 7.6% |
| Q4 25 | 2.50× | 1.34× | ||
| Q3 25 | 1.22× | 2.15× | ||
| Q2 25 | 0.31× | 1.35× | ||
| Q1 25 | -0.30× | 2.18× | ||
| Q4 24 | 1.68× | 1.75× | ||
| Q3 24 | 1.89× | 2.24× | ||
| Q2 24 | 0.75× | 1.67× | ||
| Q1 24 | -0.18× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LII
| Residential Heating And Cooling | $699.8M | 59% |
| Commercial Heating And Cooling | $495.2M | 41% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |